Jeff Perlmutter, CLU ChFC, is a managing partner at Altium Wealth Management. With over 30 years of financial planning experience, Jeff manages the many moving parts of his client's lives with an easy-going style that builds and sustains long standing relationships. His steady, direct manner and attention to detail, has been a hallmark of creating a pro-active service model for his clients. Prior to joining Altium, Jeff was a founding partner of Prosperian Wealth Management, and managed that firm for 10 years. A graduate of Boston University, Jeff currently lives in Chappaqua NY with his wife Tracey, and has 3 children, Jake, Josh and Ella. An aspiring tri-athlete, Jeff is currently train

Jeffrey Perlmutter
Partner, Founder and Managing Director
Altium Wealth
United States, New York, Purchase
About Me
Profile Information
Partner, Founder and Managing Director
Altium Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Purchase
New York
United States
Sep 22, 2024
Keylinks
More profiles to browse
Todd Levy
Managing Director, Partner, Founder
AD
Anthony Destefano
Managing Director, Partner, Founder
AN
Adam Nalewajek
Vice President, Director, Wealth Planning and Partner
James Giangrande
Partner, Founder
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
PM
Prtima MISHRA1
Software Engineer
PA TEST
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors